Optimum Investment Advisors Dimensional ETF Tr Dimensional Transaction History
Optimum Investment Advisors
- $222 Million
- Q4 2024
A detailed history of Optimum Investment Advisors transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Optimum Investment Advisors holds 417 shares of DFIC stock, worth $11,684. This represents 0.0% of its overall portfolio holdings.
Number of Shares
417
Previous 417
-0.0%
Holding current value
$11,684
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
441Shares Held
2.29BCall Options Held
5.9KPut Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$56.7 Billion3.13% of portfolio
-
Envestnet Asset Management Inc29.5MShares$825 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$768 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$458 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$172 Million10.37% of portfolio